4 / 5 Stars
4 5 2 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#35 in World Stock
U.S. News evaluated 287 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.83 percent over the past year, 11.59 percent over the past three years, and 2.82 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||12.0%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||2.8%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to outperform, after expenses, the MSCI World Index while seeking to control its tracking error relative to this benchmark. It invests significantly in companies (i) organized or located outside the U.S., (ii) whose primary trading market is located outside the U.S. or (iii) doing a substantial amount of business outside the U.S., which the fund considers as a company that derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S. The fund will allocate its assets among various regions and countries, including the United States.
Fees are Average compared to funds in the same category.
AQR Global Equity Fund has an expense ratio of 0.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.